Forward look profitability is darn good, the Dicamba blow up opens the door for Enlist and its tied back to traits in cotton, beans and corn
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It’s kind of a convoluted mess, but Bayer (now) owns Monsanto. Monsanto owns Climate Corp. Climate has an application that takes application data. So Climate knows what it’s users are putting on in terms of varieties, herbicides, fertility, and most importantly, yield.

That’s not a new thing.

But what is new is they have some partnership with Tillable. Tillable is a marketplace type application that landlords can list their property and tenants can bid on it. WELLLLL it turns out they were using Climate data to “suggest” rental prices on some of the fields they had data for.

So they took data from their customers and used it to fuck them.

So as soon as it came out Climate “ended their partnership with Tillable”.

There isn’t a lot of pub nationally on it but there is real pushback in the farm community.

It may not amount to shit in terms of stock price. But between it and the roundup nonsense (which I don’t think will amount to much but don’t take that advice). But there were some pretty alarming retention rates for Climate. It may cascade into something it may not. But I’d steer clear.
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BMS/Celgene acquisition was finalized in Q4 of 2019.
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I just bought 3 Apple CALL options with a 305 strike price that expire Friday for $2.31/ contract for a total of $701 with commissions.

I like to roll the dice.......hoping APPL pops back $5-6 and I'll sell
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:-)

When you put in BMS into google- these stories pop up- I should have dug a little deeper.

This company is a money maker- it should bounce back up by the end of the year.
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The virus has been killing hotel stocks, cruise stocks and other travel providers.

Should be some good buys in this sector.
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What’s everyone’s fascination with dividend stocks? Not that they are a bad thing but the dividend comes right off the share price. It’s not like some extra bonus some seem to fantasize about.
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I'm transferring some money but likely holding back for now.

We're pretty richly valued even if you ignore any risks from possible negative news. 19+ forward earnings and companies with international exposure have been reporting for weeks that they wouldn't hit their guidance.

From 2/19, so it's slid a bit but still we've had companies coming out daily saying they won't hit the estimates this chart is based off of

Starbucks, UnderArmor, Nike, Apple pulled their guidance. Tonight United Airlines and Mastercard have adjusted 2020 down. We had 30% stock upside last year w/ 0% earnings growth. Pretty much all based on the idea that central bank moves would help fuel a better year in 2020. The data looks like that was occurring but I think this virus could cause a bigger pullback. The market will do what it wants and could continue up but I think the risk/reward isn't that great here even down 5ish%.
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Do some research on dividend paying stocks vs. non-dividend paying stocks in a bear market. You will have your answer.
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As some of you know I work in the advertising industry. One of my largest and most-consistent clients for the better part of a decade has been Bayer. I worked on the change management comma and internal mumbo-jumbo throughout the entire Monsanto acquisition. Have since rolled off the account much to my delight.

I wouldn’t touch that stock with a 10-foot pole. The leadership, be it crop science, animal health, environmental science, etc. is a disaster. There aren’t many decisions made by the ELT that don’t leave you scratching your head. And I’m not just talking about marketing. I’m talking about business decisions in general.

It’s a top-down thing in that organization. Even a brand that owns such equitable products like Aspirin and Copper Tone can’t get their shit together and stop spending money on mindless nonsense.

They’ll eventually restructure and move their entire operation (pharma excluded) to St Louis and the stock price will trickle upward due to efficiencies, but I’m not patient enough to wait for them to figure their shit out.
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That’s interesting. Thanks.
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It's so funny that Bayer came up because I just read the following article this week and was looking at Bayer. Kiplinger's is in love with them.

https://www.kiplinger.com/article/in...xt-decade.html

The only firm on that list that I currently hold is Boeing, and I was having a hard time getting excited about any of the others. Anyone got opinions on any of them?
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Nothing concrete, but I think Fox has potential. Their properties, (FX, Fox NES, FXX, etc) all draw wide viewership and I don’t see that stopping.

Fox News will pull in big ad dollars as we get closer to the election which makes the stock an intriguing play to buy now and potentially hold into the fall.
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Bought axsm mid Dec 2018

Sold before 2020
Think it went from 3 bucks to 90 something.
Lost 1/2 as much on other bets.
Axsm was the best for me in that decade
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Without looking at their financials, I don’t see anything wrong with Tyson. The swine flu killed a tremendous amount. Like 1/3 or something of their substantial herd. Which is part of the reason soybeans are still in the toilet even after the trade agreement. Because they don’t have any hogs. Now I have no idea if Tyson will send stuff to China or not but the fact is it is out of the global supply chain and wherever it comes from Tyson can profit nicely from filling the void.

If their financials are in order that’s not a bad look. Plus I think the Holcomb plant opened recently or will open soon so the lost revenue should be returned in coming quarters.
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